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Fieldguide

2261 Market Street Suite 4126, San Francisco, CA, 94107, United States

Overview

Fieldguide delivers a cloud-based, AI-native platform that combines audit and advisory professionals with "agentic" artificial intelligence to optimize every phase of engagement delivery, from planning through close. Built specifically for regulated environments, the software focuses on improving efficiency, client experience, and firm growth across audit, advisory, and assurance practices. The platform is already used by leading firms such as KPMG, RSM US, Baker Tilly, CBIZ, BDO, Grant Thornton, Forvis Mazars, and dozens of other national and regional accounting firms. By automating workflows and surfacing AI-driven insights, Fieldguide aims to reduce manual effort and accelerate report delivery for practitioners. The company plans to allocate its latest capital toward scaling operations and accelerating product development, deepening its AI capabilities and expanding market reach. Including the newest round, Fieldguide has raised a cumulative $125 million in venture funding, underscoring strong investor confidence in its offering.

Total raised
$122M
Funding rounds
3
Latest round
Series C
Latest activity
Feb 2026

Industries

  • Accounting
  • Agentic AI
  • Artificial Intelligence (AI)
  • Cyber Security
  • Document Management
  • FinTech
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Recent funding

  1. Series C

    Feb 2026

    $75M

  2. Series B

    Mar 2024

    $30M

  3. Series A

    Mar 2022

    $17M

Team